Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$28K
- Long-term disability$26K
- Short-term disability$19K
- Life$18K
- Vision$8K
Sponsor portfolio
CHARTER OAK HEALTH CENTER
EIN 06-0986747hospital & health careLatest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$1.2M premiums
Participants
516
21 GRAND STREET - HARTFORD, CT 06106860-724-1386thecharteroak.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
45%top
- DIGITAL INSURANCE LLC45%
- ROGERS BENEFIT GROUP INC28%
- BROWN & BROWN INSURANCE SERVICES27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARTER OAK HEALTH CENTER, INC. 403(B) PROFIT SHARING PLAN
403b
Assets$6.1M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTER OAK HEALTH CENTER WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTER OAK HEALTH CENTER, INC. 403(B) PROFIT SHARING PLAN | 403b | $6.1M | 355 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTER OAK HEALTH CENTER WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 161 | 2025 |
Retirement plans
Welfare plans